Institutional Ownership Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$826,281
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,700
shares
|
$811,837
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
29,752
shares
|
$761,948
0.19% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
28,500
shares
|
$729,885
0.43% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
28,288
shares
|
$724,455
0.11% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
27,461
shares
|
$703,276
0.04% of portfolio
|
Q1 2025
Added 133.1%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
26,413
shares
|
$676,436
0.02% of portfolio
|
Q3 2025
Reduced 23.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
24,791
shares
|
$634,897
0.05% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
24,344
shares
|
$623,449
0.56% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
23,584
shares
|
$603,986
0.01% of portfolio
|
Q3 2025
Added 113.08%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
22,399
shares
|
$573,638
0.36% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,115
shares
|
$566,365
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
21,540
shares
|
$551,639
0.1% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
20,912
shares
|
$535,556
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
19,229
shares
|
$492,454
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
18,699
shares
|
$478,881
0.04% of portfolio
|
Q3 2025
Added 35.03%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
18,372
shares
|
$470,506
0.23% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,719
shares
|
$453,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
17,181
shares
|
$440,005
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
16,384
shares
|
$419,594
0.06% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,843
shares
|
$405,739
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
15,700
shares
|
$402,077
0.07% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
15,686
shares
|
$401,718
0.1% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
15,620
shares
|
$400,028
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,255
shares
|
$390,680
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|